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James L Luther

Schwab Wealth Advisory, Inc.

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About James L Luther

James Luther is a registered investment advisor representative with Schwab Wealth Advisory, Inc., based in ORLANDO, FL. James Luther is a seasoned professional with over 24 years of experience in the financial services industry. James Luther holds licenses in multiple states and has extensive experience providing investment advice to individuals and businesses. James Luther focuses on financial planning, portfolio management for individuals, and portfolio management for businesses. James Luther has a strong track record of success in helping clients achieve their financial goals. James Luther is committed to providing personalized and comprehensive financial guidance to help clients reach their financial objectives.

Firm Information

James Luther is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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James Luther’s Registration & Firm History

FL

01/08/2020 - Present

Schwab Wealth Advisory, Inc. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 08/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for James L Luther. Review regulatory record here.
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